The Model 3 method
Three moves, in order. Most firms skip straight to the third — which is exactly why the wrong thing gets bought.
01
Document how work happens today — and how the customer experiences it.
Every handoff, tool, queue and gap, laid against the journey your customer actually takes. Nothing gets shopped until this exists on one page.
02
Put a number on the current state.
Contracts, invoices, seats, renewals and overlap. We find duplicate spend and renewal leverage before we ever ask a provider for a quote.
03
Shortlist, negotiate, implement, verify.
We run the demos, pressure-test the claims, negotiate the terms and stay through go-live — then audit the first invoices against what was promised.
Journey & insight
One engagement, start to steady state
01
Map
Understand the business.
We document your goals, workflows, customer experience, technology landscape, and current spend before recommending a single solution.
Where are we today?
02
Analyze
Find the opportunities.
We identify gaps, eliminate complexity, uncover savings, and prioritize the technology investments that will have the greatest business impact.
What actually needs to change?
03
Procure
Choose with confidence.
We compare vendors, negotiate pricing, review contracts, and plan the implementation — then stay on to optimize, renew, and keep advising.
What's the right path forward?
And then we don't stop
Implement · Optimize · Renew · Keep advising
Example engagement
A typical on-prem-to-cloud telephony engagement. Security and AI engagements follow the same shape at different speeds.
Week 0
30 minutes. What hurts, what's coming up for renewal, what's off the table.
Weeks 1–2
Workflow and call-flow documentation, inventory of tools, contracts and invoices.
Weeks 2–3
Line-by-line spend review, overlap and shelfware identified, savings quantified.
Weeks 3–5
Shortlist built, proposals gathered, demos coordinated and scored against your requirements.
Weeks 5–6
Terms, pricing, SLAs and exit clauses negotiated. You sign directly with the provider.
Weeks 6–12
Project oversight, call-flow build, porting and cutover — we stay in the meetings.
Ongoing
Invoice audit, issue escalation, and a quarterly look at what's next.
Clarity today. Compound impact tomorrow.
Start with a conversation